Superior Planning, LLC’s Western Union WU Stock Holding History

Superior Planning, LLC’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.02K	Buy	+342	New	+$2.49K	﹤0.01%	1557

Other funds holding WU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Brickwood Asset Management London, United Kingdom $111M AUM 12.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's WU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Western Union (WU) in Q3 2026: 342 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings.

325 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Superior Planning, LLC held 342 shares of Western Union worth $2.02K as of Q3 2026.
Western Union was a new Superior Planning, LLC position in Q3 2026.
Western Union made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1557 holding.
325 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.